BentoMigrate from Pardot to Bento
See how to move prospects, lists and key assets from Pardot to Bento, rebuild essential automations and protect your B2B email deliverability during the migration.
Migration Steps and Data Transfer
DATA TRANSFER
What transfers from Pardot?
Here's what data we can migrate from your current platform to Bento.
Contacts & Segments
All your subscribers, tags, and custom fields transfer seamlessly.
Email History
Email history transfers partially based on platform limitations.
Commerce Data
Commerce data may require reconnection to your store.
STEP-BY-STEP
Export from Pardot
Follow these steps to export your data and prepare for migration.
1. Audit your Pardot assets
List the prospects, lists, forms, landing pages, automation rules and Engagement Studio programs you are actively using.
2. Export prospects and lists
In the Pardot Lightning app, open the Prospects or Lists area, filter to the records you want, then use the table actions menu to export a CSV with all relevant fields.
3. Export custom fields and mappings
Review your Pardot custom fields, note their data types and mappings to Salesforce, and export a reference so you can recreate these fields in Bento.
WHY SWITCH
Why migrate from Pardot?
Here's why teams are making the switch to Bento.
Reason 1
Pay $0.01 per identified user with unlimited emails and unlimited team members. All features included from day one.
Reason 2
All-in-one email, automation, transactional messaging, live chat and shared inboxes included from day one.
Reason 3
Built-in deliverability tooling, anonymous event tracking and free email validation to keep more B2B campaigns in the inbox.
TERMINOLOGY & MIGRATION GUIDE
Pardot → Bento Translation
Different platforms use different terms. Here's how Pardot concepts map to Bento, plus tips for a smooth migration.
In Pardot a prospect is an individual lead or contact; in Bento the same concept is a person record that can hold events, attributes and subscriptions.
Pardot's Engagement Studio programs map to Bento workflows, which automate journeys based on events and conditions.
Static and dynamic lists in Pardot are recreated as segments in Bento, usually defined by filters on fields and events.
Completion actions on forms or emails correspond to Bento triggers that fire when someone performs a specific action.
Pardot grading helps measure fit; in Bento you can use scores and segments based on firmographic and behavioral data.
Salesforce and Pardot campaigns often become Bento campaigns or tags used to group people and track performance.
Pardot visitor tracking is similar to Bento's anonymous events that start recording behavior before someone signs up.
A Pardot account tied to a Salesforce org is comparable to a Bento workspace where your data, assets and automations live.
Migration Tips
- Start by migrating one or two core journeys such as your main nurture and trial onboarding instead of every legacy flow.
- Keep Pardot running in read-only mode for a short overlap so your team can reference old reports while Bento ramps up.
- Use Bento's anonymous tracking and events as soon as you add the script so new visitors start populating your funnels immediately.
- Involve both marketing and sales when rebuilding scoring rules so alerts and qualified lead definitions match how your team actually works.
- Schedule a warmup period for sending from new domains or IPs and use Bento's batching and pausing controls to protect deliverability.
Watch Out For
- You cannot bring over full, per-contact engagement history from Pardot; plan to keep historical reports in Salesforce or exports for reference.
- Complex Engagement Studio programs need to be rebuilt in Bento, so budget time to simplify and improve them instead of copying every branch.
- Some Pardot features depend on tight Salesforce objects and permissions, so verify which data you actually need to sync into Bento before migrating.
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